Are You Following the Financial Herd? Published by Andrew D. Masson on Sep 18, 2024 Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one's best interest. When it comes to finances, it can have significant implications for your investments and retirement planning.... Read more
Why Do We Worry About Money? Published by Andrew D. Masson on Aug 28, 2024 It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn't alleviate every fear, insecurity, or concern. These fears run deep, often stemming... Read more
Do You Need a Family Financial Summit? Published by Andrew D. Masson on May 30, 2024 A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.... Read more
The Value of Financial Advice Published by Andrew D. Masson on May 15, 2024 There's growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as "Advisor Alpha," has been championed by Vanguard and does a great job illustrating the many hats a financial... Read more
How a Financial Advisor Can Help Lower Your Tax Bill Published by Andrew D. Masson on Apr 29, 2024 Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can help minimize your tax liability leavi... Read more
The Never-ending Pursuit of Money Published by Andrew D. Masson on Apr 15, 2024 What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the Mediterranean? The mindset of accumulating wealth is deeply ingrained in most of our psyches. It’s important in the... Read more
How Small Businesses Can Leverage AI Today Published by Andrew D. Masson on Mar 25, 2024 One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including... Read more
5 Easy Ways to Protect Seniors from Financial Abuse Published by Andrew D. Masson on Mar 06, 2024 Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost... Read more
Your New Identity in Retirement Published by Andrew D. Masson on Feb 15, 2024 Retirement isn’t just about financial readiness; it's a profound change that can lead to identity crises. We frequently intertwine our professional roles with our personal identities, and when we retire, there's a challenge in redefining oneself.... Read more
Retirees, What’s Your Withdrawal Strategy? Published by Andrew D. Masson on Jan 31, 2024 There are a number of ways you can go about withdrawing money in retirement. As always, it helps to get advice from a trusted financial advisor, but it never hurts to educate yourself on some options beforehand.... Read more